Economy & Markets
The important economic and stock market news that advisors need to know.
Americans' Financial Satisfaction at All-Time High: AICPA
By Michael S. FischerOver 10 years, Americans' sense of financial well-being has soared from record lows, the CPA group finds.
January 22, 2020
Ex-MLB Player Wins $2M Payout From Merrill in Bond DisputeFormer outfielder Angel Pagán said his rep put his money in unsuitable Puerto Rico muni bonds and closed-end bond funds.
January 21, 2020
The 3 Things CEOs Are Most Concerned AboutPWC's latest CEO survey found deep worries about 2020 and beyond.
January 21, 2020
Passive Investing 'Is Not a Strategy': Ariel ExecAriel Investments' Rupal J. Bhansali makes the case for active value funds.
January 17, 2020
Bond Fund Inflows Trounced U.S. Equities in 2019: MorningstarMorningstar's wrap-up of 2019's winners and losers in net investment flows shows some changing appetites.
January 17, 2020
DoubleLine Exec Has a Novel Way to Measure Interest Rate RiskThe deputy chief investment officer of DoubleLine explains his Sherman Ratio.
January 17, 2020
Will Orion Be Sold? CEO Weighs In on Speculation"Everyone asks what's next" after the Schwab-TD Ameritrade deal, Orion CEO Eric Clarke tells ThinkAdvisor.
January 17, 2020
Fidelity Launches New Bond Model Portfolios: Portfolio ProductsAlso, Envestnet teams with Invesco on new model portfolios.